Product Updates

Padraig Buckley, a product owner for the Fenergo portal, demonstrates the suppressing of verification emails in the Fenergo Portal.

Padraig Buckley, a product owner for the Fenergo portal, introduces new functionality to support handling Products within Portal.

Padraig Buckley, a product owner for the Fenergo portal, discusses the option for clients to bypass the Portal Homepage upon logging into the application.

Padraig Buckley, a product owner for the Fenergo portal, introduces new functionality around portal enforcing mandatory ownership and control rules in Portal.

Padraig Buckley, a product owner for the Fenergo portal, demonstrates the Funds Dashboard within Portal.

Padraig Buckley, a product owner for the Fenergo portal, introduces new functionality around portal enforcing mandatory ownership and control rules in Portal.

This tool has now been extended to enable users to import the migration policy through Configuration Exchange User Guide Reference: ETL Extract Transform Load User Guide and Configuration Exchange User Guide

The Outreach Requests Dashboard is designed to allow Portal users to focus only on entities that have open requests. This feature will make it easier for users to take action on pending Outreach tasks. User Guide Reference: Configuring the Fenergo Portal Outreach Functionality > Outreach Requests Dashboard

Padraig from Fenergo demonstrates the enhanced Portal user guidance and support of the Documents V2 Task within the Portal.

The new set of API's provide observability capabilities, allowing users to track the progress and outcomes of data loads and validations more effectively. This eliminates the need for extensive technical intervention, streamlining the monitoring process and improving overall system transparency. Some key aspects of the Fenergo Transaction Monitoring Observability API v1.0.0: Traceability of Modification Ingestion: Track the status of ingested transactions within the transaction monitoring pipeline. Auditability: Designed to support compliance and operational audit requirements by exposing traceable rule execution paths. Flexible request types: Pass Request to the API to get ingestion status by date(s), by specific modification ID or retrieve only failed modifications per date. Transactions can be queried for up to 30 days in the past. API Reference: TM observability

We've added 3 capabilities to the Connected Journeys View to improve usability and performance in journeys using Entity Grouping, Related Parties Launchpad and Agency Journey Launchad: Search Connected Journeys by Entity Name Filter by Journey Status (i.e. 'In Progress') Scroll bar will automatically appear when the number of Connected Journeys Requires it. **User Guide Reference:*- Working with Journeys User Guide - Connected Journeys View

Ability to export the Entity Profile Page. User Guide Reference: Entity Profile->Entity Profile Export

Get upload url for transaction batch POST /api/transactions/batch/generate-upload-url Get status of transaction batch GET /api/transactions/batch/status/{batch_id}

Today, we've introduced a small enhancement to improve usability and scalability of the Manage Products task in Agency contexts. Agency Products which are associated to an entity with an 'Investment Manager' product relationship, will no longer be visible in the Manage Products tab. Agency Products are maintained from the context of the 'Owner' i.e. the Fund, so displaying these products within the Manage Products task for an Agent entity adds noise when managing their principal products. There is no action required to apply this feature. User Guide Reference: Agency User Guide (Agency Request)

Added optional param to omit entity name from properties and add Entity Name to response in query endpoint to search entities by entity IDs: POST /entitydataquery/api/v2/entity/search/by-ids Request body: { "EntityIds": ["00000000-0000-0000-0000-000000000000", "00000000-0000-0000-0000-000000000000"], "Pager": { "Size": 10, "From": 0, "SortBy": "legalEntityName.keyword", "SortOrder": 0 }, "PropertyNames": ["legalEntityName", "registrationNumber", "status"], "OmitNameFieldsFromProps": false}

Added the Username property to UserAuthorizationProfileDto used by the below query endpoints: GET /authorizationquery/api/authorization-profile GET /authorizationquery/api/{id}/authorization-profile

This tool has now been extended to generate a report on validation. Previously users were restricted to reviewing validation issues on the UI. User Guide Reference: ETL Extract Transform Load User Guide

Salesforce now supports virtual documents. Virtual Documents represent a file that can be linked to entities, journeys, and document requirements within Salesforce. Unlike standard documents, virtual documents are not stored in Salesforce but instead point to a file hosted externally via a URL. User Guide Reference: Salesforce User Guide > Virtual Documents

As part of the Bulk Actions Initiative, we have introduced the capability to bulk complete tasks and bulk update Entity Data for multiple Entities at the same time from the Tasks Dashboard. User Guide Reference: Advanced Dashboards User Guide

This enhancement allows for a users Portal Role to be displayed on the Portal Quick Link task. User Guide Reference: Using the Fenergo Portal > Portal Role on Quick Link Task

The event notifications produced by the Command API endpoints have been updated. The Payload object within the event notification now includes the EventCreated and UserId properties.

The event notifications produced by the Command API endpoints have been updated. The Payload object within the event notification now includes the EventCreated and UserId properties.

This feature introduces a second outreach email template to the Portal Configuration section. Configurators will now be able to select between two distinct email templates when creating an outreach snapshot. User Guide Reference: Configuring the Fenergo Portal Outreach Functionality > New Outreach Template

Fetch summary of successful and failed requests sent to the TM Transaction API GET /api/v1/transactions/summary?start_date={start_date}&end_date={end_date} Fetch event details based on modification external ids GET /api/v1/transactions/events?modification_external_ids={modification_external_ids} Fetch a list of modification ids for failed requests GET /api/v1/transactions/failed-modifications?date={date}

Today, we've introduced a small enhancement to improve clarity among the product tabs for Agent and Underlying Principal Entities. The 'Product' tab will now exclude all Agency Products, now only displaying non-agency products associated with the entity. Agency Products for Underlying Principals will continue to display in the 'Managed Products' tab, with the 'Agency Products' tab displaying them for the Agent Entity. User Guide Reference: Agency User Guide (Agency Request)